Clio + Offri

Create proposals in Offri for new contacts in Clio

Save time and streamline your client onboarding process with this Clio-Offri integration. When a new contact is added in Clio, this workflow automatically creates a proposal in Offri, making it easy to manage your client information and proposals in one place. Enhance your efficiency and keep your data organized with this seamless connection between Clio and Offri.

Save time and streamline your client onboarding process with this Clio-Offri integration. When a new contact is added in Clio, this workflow automatically creates a proposal in Offri, making it easy to manage your client information and proposals in one place. Enhance your efficiency and keep your data organized with this seamless connection between Clio and Offri.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Create Proposal

    Creates a proposal, optionally from a template.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management